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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,408 | $89,259-58.1% | $107,187-65.1% | $82,637-54.7% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.4pp | 68.1%+16.4pp |
| Annual return | 16.26% | 21.02%-4.8pp | 204.55%-188.3pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2 | $3,080-99.9% | $3,782-100.0% | $2,552-99.9% |
| Participant deferral / active EE | $6,735 | $4,037+66.8% | $5,096+32.2% | $4,126+63.2% |
| Admin fee / account holder | $856 | $7,381-88.4% | $9,162-90.7% | $7,339-88.3% |